How to Create a Workspace
A workspace is your organization's space in retaincoda where you manage clients, projects, and collaborate with team members. Here's how to create one:
Step 1: Navigate to Workspace Creation
Click on "Workspaces" in the navigation menu, then click "Create Workspace", or visit /workspace/create directly.
Step 2: Choose Your Plan
Select a pricing plan that fits your needs:
- Starter: Perfect for solo freelancers (1 user)
- Partner: Ideal for small teams (up to 2 users)
- Team: For larger teams (unlimited users)
Step 3: Enter Workspace Information
Fill in the required information:
- Workspace Name: The name of your business or organization
- Description: Optional description of your workspace
Step 4: Create Workspace
Click the "Create Workspace" button. Your workspace will be created and you'll be set as the admin.
After Creation
Once created, you can:
- Start adding clients and projects
- Invite team members to collaborate
- Configure workspace settings
- Set up billing information
💡 Tip:
You can create multiple workspaces if you manage multiple businesses or want to separate different client groups.